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Banking, finance and accounting industries

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Estate planning - new issues

Article Abstract:

Financial advisers are faced with the problem of keeping clients aware of new legal developments which affect their clients' estate plans. 1997 changes include trust tax rules, law on wills, and management of pensions and life insurance. Investors should review their financial documents to insure that the desired beneficiaries in fact receive their funds.

Author: Quay, Wendy
Publisher: Australian Society of Practising Accountants
Publication Name: Australian CPA
Subject: Banking, finance and accounting industries
ISSN: 1440-8880
Year: 1998
Investment advice, Investment Advisory Services, Methods, Management, Investment advisers, Estate planning

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Contracts and the GST: making the transition

Article Abstract:

The Goods and Services Tax Transition Bill 1998 should be taken to account by accountants. The areas potentially affecting accountants are related to current and future supplier contracts. Accountants need to look at their sales, purchases, possible tax credits and back tax claims, and existing and new contracts.

Author: Drum, Paul
Publisher: Australian Society of Practising Accountants
Publication Name: Australian CPA
Subject: Banking, finance and accounting industries
ISSN: 1440-8880
Year: 1999
Accounting, auditing, & bookkeeping, Accounting & Auditing Services, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Laws, regulations and rules, Practice, Accounting firms, Accounting services, Consumption taxes

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Subjects list: Australia, Tax policy
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